Remote Tax Expert (CPA/EA) - 2+ Years Experience

Dev; Corsicana (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) savings plan with company matching

Paid sick leave

Employee stock purchase plan

Free copy of TurboTax Live

Job summary

A leading financial services company is seeking a Credentialed Tax Accountant with at least 2 years of experience. This fully remote role involves assisting customers in completing their taxes using TurboTax products. Ideal candidates will possess relevant credentials, strong customer service skills, and excellent knowledge of tax laws. The company offers a comprehensive benefits package, including a 401(k) plan and employee assistance programs, while empowering clients through effective tax navigation.

Qualifications

• Minimum of 2 years of experience filing 30+ federal and state individual tax returns.
• Possess an active, unrestricted credential in tax preparation.
• Strong customer service skills and excitement for client interaction.

Responsibilities

• Assist customers in completing their taxes using Intuit TurboTax products.
• Provide tax advice and manage inquiries using video communication tools.
• Document customer interactions to ensure accurate records.

Skills

2 years of paid experience in tax preparation

Excellent customer service skills

Knowledge of tax laws

Ability to interact professionally with clients

Education

Active, unrestricted credential (EA, CPA, or Practicing Attorney)

Tools

Commercial tax preparation software

Job description

A leading financial services company is seeking a Credentialed Tax Accountant with at least 2 years of experience. This fully remote role involves assisting customers in completing their taxes using TurboTax products. Ideal candidates will possess relevant credentials, strong customer service skills, and excellent knowledge of tax laws. The company offers a comprehensive benefits package, including a 401(k) plan and employee assistance programs, while empowering clients through effective tax navigation.